LFA

Legend Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$6.74M
3
+$3.78M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.94M
5
CHS
Chicos FAS, Inc.
CHS
+$540K

Top Sells

1
+$6.67M
2
+$6.6M
3
+$5.82M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.87M
5
SBNY
Signature Bank
SBNY
+$410K

Sector Composition

1 Financials 2.46%
2 Technology 1.76%
3 Consumer Discretionary 1.62%
4 Energy 1.47%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.58K ﹤0.01%
1,000
227
$1.45K ﹤0.01%
17
228
$1.39K ﹤0.01%
5
229
$1.26K ﹤0.01%
3
230
$1.23K ﹤0.01%
12
231
$1.11K ﹤0.01%
4
232
$1.05K ﹤0.01%
94
233
$1K ﹤0.01%
11
234
$914 ﹤0.01%
4
235
$808 ﹤0.01%
5
236
$793 ﹤0.01%
30
-100
237
$697 ﹤0.01%
76
238
$679 ﹤0.01%
+5
239
$612 ﹤0.01%
27
240
$592 ﹤0.01%
13
241
$481 ﹤0.01%
19
+9
242
$420 ﹤0.01%
15
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243
$349 ﹤0.01%
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244
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245
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246
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247
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248
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249
– –
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250
– –
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7 8 9
10
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